Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,077 | $111,830-21.2% | $93,696-6.0% | $145,884-39.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 13.19% | 204.08%-190.9pp | 133.74%-120.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,934 | $3,093-37.5% | $2,422-20.2% | $4,662-58.5% |
| Participant deferral / active EE | $3,493 | $4,920-29.0% | $4,417-20.9% | $6,690-47.8% |
| Admin fee / account holder | $8,958 | $10,249-12.6% | $8,287+8.1% | $13,392-33.1% |